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Role Management of User Accounts

Description of user account access limitations

Written by Christian Sokolowski

Available Roles

  1. Admin

    • Full Access: Admins have unrestricted access to all areas of Rebuy, including the ability to view, edit, and manage all users. As well as view the customer page.

    • Role Assignment: Admins are responsible for setting the roles of users they invite to the team. This includes assigning the new Staff + PII role.

    • Change Roles: Admins can change the role of other users on the Manage Team page but cannot change their own role.

    • Rebuy Admin Access: Admins are the only role that can change the Allow Rebuy Admin Access setting at Settings > Rebuy Admin Access, which controls whether Rebuy support staff can access your shop.

  2. Staff

    • Limited Access: Staff members cannot view the Customer Page or the Manage Team page. They are limited to operational tasks within Rebuy that do not involve customer-specific data.

    • No Rebuy Admin Access Control: Staff members cannot change the Allow Rebuy Admin Access setting. The Rebuy Admin Access page shows "You do not have permission to modify this setting" in place of the toggle.

  3. Staff + PII

    • Access to Customer Data: This role is specifically designed for users who need access to the Customer Page but should not manage other team members.

    • No Team Management: Users with this role can view and interact with customer data but are restricted from accessing or managing team-related functions.

    • No Rebuy Admin Access Control: Staff + PII members cannot change the Allow Rebuy Admin Access setting. The Rebuy Admin Access page shows "You do not have permission to modify this setting" in place of the toggle.

Role Summary Table

The table below compares what each Rebuy user role can access and change, including the Customer Page, the Manage Team page, role assignment, and the Allow Rebuy Admin Access setting.

Role

Customer Page

Manage Team

Can Change Roles

Can Change Rebuy Admin Access

Admin

Full

Full

Yes (Excluding themselves)

Yes

Staff

No

No

No

No

Staff + PII

Yes

No

No

No


How to Assign or Change Roles

Admins have the responsibility to manage team roles through the Manage Team page. Here are the steps to assign or change a role for a user:

  1. Access the Manage Team Page:

    • Navigate to the settings then Manage Team page from your Admin dashboard.

  2. Assign Role on Invitation:

    • When inviting a new team member, select the appropriate role from the dropdown (Admin, Staff, Staff + PII).

  3. Change User Role:

    • To modify an existing user’s role, click on the user’s profile, and choose the new role from the available options.

    • Note: Admins cannot change their own role.


Frequently Asked Questions (FAQ)

Can a Staff member view customer details in Rebuy?

No, users with the Staff role do not have access to view or interact with the Customer Page in Rebuy.

Can an Admin change their own role in Rebuy?

No, Admins cannot change their own role. Only another Admin can modify a user's role, and they must ensure the correct permissions are granted.

Who can view the Rebuy Admin's Store Data - Customer Page?

The Customer Page is secured using role-based access control. Only Admins and users with the Staff + PII role can view customer data from the Rebuy Admin's Store Data setting's Customer Page, ensuring sensitive information is protected.

What happens if a user needs access to customer data but should not manage the team?

The Staff + PII role is designed for this scenario. It allows access to customer data on the Customer Page without giving access to the Manage Team page.

Which Rebuy role can turn Rebuy support access on or off?

Only users with the Admin role can turn the Allow Rebuy Admin Access setting on or off at Settings > Rebuy Admin Access. This setting controls whether Rebuy support staff can access your shop, and it is enabled by default for every existing Rebuy store.

Why do I see "You do not have permission to modify this setting" on the Rebuy Admin Access page?

The message "You do not have permission to modify this setting" appears on the Rebuy Admin Access page when your Rebuy user has the Staff or Staff + PII role instead of the Admin role. The Allow Rebuy Admin Access toggle is hidden for those roles. Ask a user with the Admin role on your account to change the setting, or ask them to update your role on the Manage Team page.


Rebuy Privacy Notice

To learn more information about the types of customer data processed by Rebuy, please refer to our legal Privacy Notice. For any additional questions or concerns regarding customer data, please reach out to [email protected].

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